Stratos Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
233,918
+2,692
| +1% | +$180K | 0.21% | 101 |
|
|
2025
Q1 | $14M | Buy |
231,226
+3,657
| +2% | +$221K | 0.21% | 107 |
|
|
2024
Q4 | $14.5M | Sell |
227,569
-914
| -0.4% | -$58.3K | 0.2% | 99 |
|
|
2024
Q3 | $14.2M | Buy |
228,483
+7,964
| +4% | +$495K | 0.21% | 103 |
|
|
2024
Q2 | $13M | Buy |
220,519
+1,929
| +0.9% | +$114K | 0.21% | 100 |
|
|
2024
Q1 | $12.5M | Buy |
218,590
+9,971
| +5% | +$568K | 0.21% | 110 |
|
|
2023
Q4 | $10.8M | Buy |
208,619
+1,813
| +0.9% | +$94K | 0.2% | 109 |
|
|
2023
Q3 | $9.63M | Buy |
206,806
+43
| +0% | +$2K | 0.21% | 101 |
|
|
2023
Q2 | $9.96M | Buy |
206,763
+10,589
| +5% | +$510K | 0.23% | 96 |
|
|
2023
Q1 | $8.72M | Sell |
196,174
-1,915
| -1% | -$85.1K | 0.23% | 94 |
|
|
2022
Q4 | $8.24M | Sell |
198,089
-5,905
| -3% | -$246K | 0.21% | 102 |
|
|
2022
Q3 | $7.92M | Buy |
203,994
+137,607
| +207% | +$5.34M | 0.22% | 94 |
|
|
2022
Q2 | $2.71M | Buy |
66,387
+11,410
| +21% | +$465K | 0.07% | 261 |
|
|
2022
Q1 | $2.7M | Buy |
54,977
+1,369
| +3% | +$67.1K | 0.06% | 295 |
|
|
2021
Q4 | $2.77M | Sell |
53,608
-131
| -0.2% | -$6.77K | 0.06% | 287 |
|
|
2021
Q3 | $2.53M | Buy |
53,739
+1,819
| +4% | +$85.8K | 0.06% | 275 |
|
|
2021
Q2 | $2.45M | Buy |
+51,920
| New | +$2.45M | 0.06% | 286 |
|